Lacerte won't generate Form 56 unless you check the box for Print with tax return.
For individual returns:
- Go to Screen 65.1, Notice Concerning Fiduciary Rel.
- Select the box labeled Print with tax return.
- Enter all applicable information in:
- Identification (Part 1)
- Authority (Section A)
- Nature of Liability of Tax Notices (Section B)
- Revocation or Termination of Notice (Part 2)
- Court and Administrative Proceedings (Part 3)
An informational diagnostic will generate reminding you that Form 56 can't be e-filed with individual returns, and that you must paper file the form separately. We recommend you turn on filing instructions for this form using these instructions:
- Go to Screen 5.1, Invoice, Letter, Filing Instr.
- Scroll down to the Filing Instructions section.
- Mark the checkbox labeled Notice Concerning Fiduciary Relationship (56).
The filing instructions will tell your client where and when to file.
For estate returns:
- Go to Screen 38, Notice Concerning Fiduciary Relationship (56).
- Select the box labeled Print with tax return.
- Enter all applicable information in:
- Identification (Part 1)
- Authority (Section A)
- Nature of Liability of Tax Notices (Section B)
- Revocation or Termination of Notice (Part 2)
- Court and Administrative Proceedings (Part 3)
For fiduciary returns:
- Go to Screen 62, Notice Concerning Fiduciary Rel. (56).
- Select the box labeled Print wiht tax return.
- Enter all applicable information in:
- Identification (Part 1)
- Authority (Section A)
- Nature of Liability of Tax Notices (Section B)
- Revocation or Termination of Notice (Part 2)
- Court and Administrative Proceedings (Part 3)